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EOFY: Getting your SMSF in order
If you want to get your SMSF shipshape for 30 June, then get cracking now.
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Tax hike on super balances above $3 million: Is it time to rethink our retirement savings vehicles?
The new superannuation earnings tax is now law, which means you could soon be paying additional tax! Is super still the best retirement vehicle for you?
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SMSF valuations: Common mistakes and what really matters
SMSF valuations can affect contributions, pensions and tax outcomes. This interview explains what trustees can get wrong and why documentation and process matter just as much as the final valuation.
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SMSF investment rules: What every trustee should know
Penalties for SMSF breaches rose on 1 January 2023 so it’s now more important than ever to make sure your SMSF is doing the right thing.
Upcoming webinar
2026 year-end superannuation tips and traps
Wednesday 13 May 2026 at 11:00 am AEST
Several superannuation changes take effect on 1 July this year, so ensuring you are in the best position to take advantage of these changes is essential.
In this webinar we will highlight year-end strategies and procedures to achieve the best outcomes from your superannuation this year and prepare for the year ahead.
IN CASE YOU MISSED IT
Watch our previous webinar, Division 296: The new tax on your super savings is now law!
Q&A of the month
Q: I am retired and I draw a pension from my SMSF. To draw a lump sum from accumulation account, does this process require special documentation?
See Garth’s video answer here.
Calendar reminder of the month
May 15
SMSF annual return (SAR): Existing SMSFs that use a tax agent and have not been advised of an earlier lodgement date need to lodge their fund’s annual return by this date. Your tax agent will still need all the same information as the earlier lodgers and will need to have appointed an auditor at least 45 days before the lodging date (or by the end of March).
